Diversify Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 34,658 shares of SPMB stock, worth $754,504. This represents 0.07% of its overall portfolio holdings.
Number of Shares
34,658
Previous 39,492
12.24%
Holding current value
$754,504
Previous $881 Million
13.81%
% of portfolio
0.07%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding SPMB
# of Institutions
219Shares Held
243MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA176MShares$3.84 Billion8.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.1MShares$263 Million0.12% of portfolio
-
Townsquare Capital LLC5.27MShares$115 Million1.46% of portfolio
-
State Street Corp Boston, MA5.05MShares$110 Million0.0% of portfolio
-
Confluence Investment Management LLC2.77MShares$60.3 Million0.87% of portfolio